Anic Equity¶
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Total return since start: 0.609 %¶
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Equity now: -----------------------------> 49144.14 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45082.6 Kr¶
PnL: ---------------------------------------> 26.6 Kr¶
DD now: ---------------------------------> -7.485 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 15:16:29.101966'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.080000 | 1668.960000 | 199.960000 | 13.610000 | 1468.999998 |
| Orrön Energy | 180 | -2.040000 | 2157.300000 | 114.300000 | 5.590000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.050000 | 994.500000 | 59.500000 | 6.360000 | 935.000000 |
| Sagax B | 4 | 0.530000 | 902.000000 | 48.000000 | 5.620000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Catena | 2 | -1.290000 | 828.000000 | 36.000000 | 4.550000 | 792.000000 |
| Hexatronic Group | 12 | -0.050000 | 1001.280000 | 34.280000 | 3.540000 | 966.999996 |
| Platzer Fastigheter Holding B | 12 | -2.710000 | 992.400000 | 31.400000 | 3.270000 | 960.999996 |
| JM | 6 | -1.260000 | 891.000000 | 27.000000 | 3.130000 | 864.000000 |
| OX2 | 13 | 1.430000 | 968.500000 | 18.500000 | 1.950000 | 949.999999 |
| Bilia A | 8 | -0.610000 | 910.400000 | 10.400000 | 1.160000 | 900.000000 |
| Biotage | 7 | -0.660000 | 951.300000 | 10.300000 | 1.090000 | 940.999997 |
| HEXPOL B | 9 | 0.180000 | 1029.600000 | 8.600000 | 0.840000 | 1020.999996 |
| Gränges | 9 | -1.150000 | 931.500000 | 3.500000 | 0.380000 | 927.999999 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| BioGaia B | 8 | -2.100000 | 930.400000 | 0.400000 | 0.040000 | 930.000000 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Byggmax Group | 33 | -2.580000 | 948.420000 | -7.580000 | -0.790000 | 956.000001 |
| Sedana Medical | 93 | -5.590000 | 2512.860000 | -8.140000 | -0.320000 | 2521.000011 |
| Clas Ohlson B | 12 | -2.070000 | 963.600000 | -9.400000 | -0.970000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.650000 | 766.800000 | -12.200000 | -1.570000 | 779.000001 |
| EQT | 4 | -2.300000 | 817.200000 | -14.800000 | -1.780000 | 832.000000 |
| Alimak Group | 11 | -0.600000 | 913.000000 | -15.000000 | -1.620000 | 927.999996 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Addnode Group B | 11 | -0.790000 | 894.850000 | -26.150000 | -2.840000 | 921.000003 |
| INVISIO | 16 | 1.110000 | 3656.000000 | -33.000000 | -0.890000 | 3689.000000 |
| SKF B | 5 | -1.280000 | 906.500000 | -33.500000 | -3.560000 | 940.000000 |
| Indutrade | 5 | -1.180000 | 1176.000000 | -42.000000 | -3.450000 | 1218.000000 |
| Latour B | 4 | -0.640000 | 810.800000 | -46.200000 | -5.390000 | 857.000000 |
| Vitec Software Group B | 2 | -3.680000 | 1020.000000 | -67.000000 | -6.160000 | 1087.000000 |
| Bufab | 3 | -0.970000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| BHG Group | 97 | -1.900000 | 1355.090000 | -103.910000 | -7.120000 | 1458.999989 |
| Hexagon B | 26 | -2.800000 | 3337.100000 | -123.900000 | -3.580000 | 3461.000010 |
| TOTAL | 45082.600000 | 26.600000 | -7.48529% | 45056.000411 |
Updated:¶
'2023-07-05 15:16:45.999419'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
